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FEFP: A Financial Planner’s Guide to Credit Cards, Debit Cards, and Cash (EP96)
Are credit cards still worth using with all the fees being passed on to consumers? In this episode, Tommy and John dive into a hot topic on their minds lately:…
Are credit cards still worth using with all the fees being passed on to consumers? In this episode, Tommy and John dive into a hot topic on their minds lately:…

What are the most common misconceptions in the financial planning space? About the Episode: •Whether estate planning is for everyone…

Have you ever wondered how your financial planner gets paid? About the Episode: •Demand excellence •Why you should care how…

Do you understand your taxes—or are you being manipulated? About the Episode: •Understand your taxes •Taxes should be simpler rather…

Are you living a unique life as a federal employee? About the Episode: •The unique part about your health care…

Are you playing to win when it comes to your financial planning? About the Episode: •What baseball financial planning is…

John Mason, CFP®, discusses the true meaning of financial planning is much more than simply optimizing every dollar. About the…

What exactly does a Roth account allow you to do? About the Episode: •Understand the current tax code •Start your…

What did we learn in 2023? About the Episode: •Don’t listen to the media for financial news •Seek out professional…

Are you waiting until you retire to live your life? About the Episode: •Don’t wait until you’re older to do…